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Cary Stamp & Co. Staff Continues to Add Professional Credentials and Designations. Cary Stamp & Co., Principled Financial Advisors in Tequesta, FL, proudly announces that Andrew Trammell, MSFP, CFP®, has passed all educational, professional experience, and examination requirements for the CERTIFIED FINANCIAL PLANNER™ Professional certification. “Andrew is a talented guy who is a tremendous asset…
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Cary is one of four Commonwealth Financial advisors in U.S. to be recognized nationally by the Invest in Others Charitable Foundation. The Edna W. Runner Tutorial Center in West Jupiter, FL helps at-risk students pursue academic and personal excellence. For more than eight years, Cary Stamp, AIF®, CFP®, has been a member of the Board…
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Cary’s assistant Liz Bradley is our resident culture vulture. If you need a movie, book, or streaming series recommendation, reach out to Liz for the latest and greatest. by Liz Bradley If you’re like me (in the year of COVID), you may have done a lot of reading over the past few months. I’ve read several books,…
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UPDATED SUN. MARCH 29, 2020 In the interest of keeping clients, friends, and our communities informed, we have created a list of financial-related responses by State and Federal governments to the current crisis. Updates to come as new information becomes available. FEDERAL ANNOUNCEMENTS The CARES Act ($2.2 trillion) The largest fiscal stimulus in American history…
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Asset Allocation and Portfolio Success: 90% of an Investment Portfolio’s Returns May Result from Proper Asset Allocation, not Stock Picking A 2000 study by economists Roger Ibbotson and Paul Kaplan concluded that more than 90% of a portfolio’s long-term returns may be driven by its asset allocation. For starters, what exactly is “Strategic Asset Allocation”…
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An Introduction to Estate Planning Strategies Do you have a will or estate plan? Many individuals and families overlook the need for estate planning in the belief that if they don’t possess significant wealth or a complicated situation, a plan is not required. At Cary Stamp & Co., we believe every individual and family should…
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The cost of college tuition continues to increase every year with most college planning experts projecting a 6% annual increase each year. One might ask, “How do I save for my child’s college education if I cannot even afford the costs now, let alone in the future when my child enters college?” In previous generations,…
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As a business owner, your focus is on daily operations and growing the business. Consequently it can be difficult to carve out time to consider long-term issues and contingency planning such as ensuring the continuity of the business should anything happen to you or a partner. For most business owners, such planning requires establishing a…
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